HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsyLvania
IMP ,,t�,ISE Fz T,�g LLOWANCE OR DISALLOWANCE \l' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES Ci�f',lO ;)ED _kcll,0 AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601 .
HARRISBURG PA 17128-0601 RE ...
,x,14 AUG I I PM 3'. 50 DATE 08-11-2014
ESTATE OF SHEAFFER MERYL H
DATE OF DEATH 12-08-2007
FILE NUMBER 21 13-0559
ORPrIRiP�NSI+ URj COUNTY CUMBERLAND
DAVIS ESQ GLEN-.7��Mg`nLAND CO.. PA ACN 101
STE 140 APPEAL DATE: 10-10-2014
1700 BENT CREEK BLVD (See reverse side under Objections)
MECHANICSBURG PA 17050-1870 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE------------RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER MERYL HFILE NO. :21 13-0559 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,749.86
6. Jointly Owned Property (Schedule F) (6) ,00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 27,749.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,681 .74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 11,681 .74
12. Net Value of Tax Return (12) 16,068. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 16,068.12
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 14-048- 17 X 045 = 723.07
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 723.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-31-2014 CDO18966 .00 723.07
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-01-2014 TOTAL TAX PAYMENT 723.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. 151 .33
TOTAL DUE 151 .33
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.